Relationship Banker: Grow Trusted Member Relationships

Mission Federal Credit Union; Carlsbad (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

18 days PTO first year

12 paid holidays annually

401(k) with 6% match

Comprehensive medical, dental, vision

Life insurance

Additional voluntary benefits

Employee wellness resources and on‑sit

On-site gym

Career development opportunities

Award-winning workplace culture

Job summary

Mission Federal Credit Union is seeking a Relationship Banker for on-site duties in San Diego, CA. You will build meaningful member relationships, open new accounts, and assist with loan applications while guiding members toward financial solutions that fit their goals.

The role emphasizes exceptional service, digital banking education, and proactive referrals to meet branch goals. A strong customer-service mindset and accurate cash handling are valued attributes for success.

Qualifications

• High School Diploma, GED, or equivalent.
• 2+ years of experience in a financial institution or similar retail service environment.
• At least 12 months of experience opening new accounts.
• Strong computer proficiency and experience using business software applications.
• Exceptional communication, organization, and customer service skills.

Responsibilities

• Build Meaningful Member Relationships by welcoming members professionally and engaging them.
• Open new accounts and assist existing members with additional products and services.
• Process and fund consumer loan applications and support real estate loan applications.
• Identify members' financial needs and recommend solutions that help them succeed.
• Educate members on digital banking tools and services for greater convenience.
• Resolve account questions and provide personalized support to ensure member satisfaction.

Skills

Exceptional communication

Customer service

Strong computer proficiency

Sales experience

Relationship-building

Education

High School Diploma/GED or equivalent

Tools

Symitar software

Job description

Mission Federal Credit Union is seeking a Relationship Banker for on-site duties in San Diego, CA. You will build meaningful member relationships, open new accounts, and assist with loan applications while guiding members toward financial solutions that fit their goals.

The role emphasizes exceptional service, digital banking education, and proactive referrals to meet branch goals. A strong customer-service mindset and accurate cash handling are valued attributes for success.